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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| NC | RA | APPROVED | 2025-10-28 |
| SC | RA | APPROVED | 2025-04-24 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Los Angeles | CA | 12/2015 | 01/2021 |
| American Funds | Los Angeles | CA | 01/2021 | 10/2023 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 10/2023 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-23 |
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